Some clients need to stay private, even inside your firm. You can restrict a client so only the people you name can see its meetings, brief and contacts.
Restrict a client
Go to Clients and open the client.
Open the Details tab and find Access.
Click Restrict, then choose who can see this client.
You can change the list or remove the restriction from the same place. Access is given person by person. You can't give it to a group, or restrict several clients at once yet.
Who can do this: Master Admins, and Managers for clients whose meetings they can see.
What changes
People not on the list stop seeing the client anywhere in Vinyl, including Clients, Recordings, search and Vinyl Studio.
The client's meetings show a shield and "Restricted to [client name]".
If you share one of its meetings with someone not on the list, Vinyl asks whether to share just that meeting or give them access to the whole client.
Links that share these meetings outside your firm are turned off.
Notes for these meetings don't sync to Karbon or FYI automatically. You can still file them by hand.
The client's documents for Vinyl Studio follow the same restriction.
What doesn't change
People who attended or recorded a meeting keep access to that meeting.
Meetings marked Visible to attendees
By default, people on the list only see those meetings if they attended. A Master Admin can change this under Settings › Firm › Sharing: turn on "People on a restricted client's access list see all its meetings".